GSB Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

GSB Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$328K	Hold	2,975	–	–	0.07%	185
2026 Q1	$289K	Hold	2,975	–	–	0.07%	187
2025 Q4	$286K	Hold	2,975	–	–	0.06%	184
2025 Q3	$287K	Hold	2,975	–	–	0.07%	189
2025 Q2	$274K	Hold	2,975	–	–	0.07%	199
2025 Q1	$253K	Hold	2,975	–	–	0.07%	186
2024 Q4	$263K	Hold	2,975	–	–	0.07%	188
2024 Q3	$262K	Hold	2,975	–	–	0.07%	193
2024 Q2	$241K	Hold	2,975	–	–	0.07%	198
2024 Q1	$250K	Hold	2,975	–	–	0.07%	191
2023 Q4	$231K	Hold	2,975	–	–	0.07%	192
2023 Q3	$206K	Hold	2,975	–	–	0.07%	192
2023 Q2	$217K	Hold	2,975	–	–	0.07%	196
2023 Q1	$208K	Hold	2,975	–	–	0.07%	201
2022 Q4	$201K	Buy	+2,975	New	+$201K	0.07%	195
2022 Q2	–	Sell	-2,975	Closed	-$232K	–	208
2022 Q1	$232K	Buy	+2,975	New	+$229K	0.07%	207

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GSB Wealth Management's IWR Position: Q2 2026 in Review

GSB Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,975 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #185.

GSB Wealth Management first reported a position in IWR in Q1 2022 and has held it in 16 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

GSB Wealth Management held 2,975 shares of iShares Russell Mid-Cap ETF worth $328K as of Q2 2026.
GSB Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.07% of GSB Wealth Management's portfolio in Q2 2026, its #185 holding.
GSB Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 16 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.